SGRY · Insider Trading

Surgery Partners, Inc. Common Stock

Every open-market purchase and sale reported by SGRY officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Form 4 Filings
50
most recent
Open-Market Buys
2
code P
Sales
19
code S
Reporting Insiders
17
current holders
SGRY — Recent Form 4 Transactions (latest 2026-08-20)
FiledInsiderRole TypeSharesValue
2026-08-20 Teresa DeLuca Director Buy +11,250 +$161.21K
2026-08-19 Teresa DeLuca Director Buy +10,000 +$143.50K
2026-07-14 Blair E Hendrix Director A +34,364 +$500.00K
2026-06-09 Teresa DeLuca Director A +11,670 +$160.00K
2026-06-09 Brent Turner Director A +11,670 +$160.00K
2026-06-09 Blair E Hendrix Director A +11,670 +$160.00K
2026-06-09 Clifford G Adlerz Director A +11,670 +$160.00K
2026-06-09 John A Deane Director A +11,670 +$160.00K
2026-06-09 Laura L Forese Director A +11,670 +$160.00K
2026-06-09 Lloyd H Dean Director A +11,670 +$160.00K
2026-03-16 Jennifer Baldock Chief Admin & Dev Officer Sell −5,798 −$76.36K
2026-03-16 Marissa Brittenham Chief Strategy Officer Sell −3,657 −$45.86K
2026-03-16 Jason Eric Evans Chief Executive Officer Sell −20,400 −$254.39K
2026-03-16 Danielle Burkhalter Chief Human Resources Officer Sell −3,469 −$44.51K
2026-03-16 David T Doherty Chief Financial Officer Sell −8,867 −$110.84K
2026-03-09 Justin Robert Oppenheimer COO & National Group President A +42,523 +$600.00K
2026-03-09 William Trenton Webb American Group President MIXED +29,826 +$421.34K
2026-03-09 Danielle Burkhalter Chief Human Resources Officer MIXED +35,494 +$504.77K
2026-03-09 Jason Eric Evans Chief Executive Officer MIXED +266,644 +$3.77M
2026-03-09 Jennifer Baldock Chief Admin & Dev Officer MIXED +96,225 +$1.36M
2026-03-09 Marissa Brittenham Chief Strategy Officer MIXED +34,445 +$489.62K
2026-03-09 David T Doherty Chief Financial Officer MIXED +127,169 +$1.80M
2026-01-15 Justin Robert Oppenheimer COO & National Group President A +77,736 +$1.25M
2025-09-08 Harrison R. Bane National Group President Sell −9,339 −$209.94K
2025-08-15 Patricia Anne Maryland Director Sell — —
2025-08-15 Teresa DeLuca Director Sell −20,018 −$455.21K
2025-08-13 Patricia Anne Maryland Director Sell −20,018 −$455.21K
2025-08-08 David T Doherty Chief Financial Officer Sell −47,491 −$1.11M
2025-06-12 Brent Turner Director A +6,861 +$160.00K
2025-06-12 Patricia Anne Maryland Director A +6,861 +$160.00K
2025-06-12 Clifford G Adlerz Director A +6,861 +$160.00K
2025-06-12 Laura L Forese Director A +6,861 +$160.00K
2025-06-12 John A Deane Director A +6,861 +$160.00K
2025-06-12 Blair E Hendrix Director A +6,861 +$160.00K
2025-06-12 Teresa DeLuca Director A +6,861 +$160.00K
2025-03-25 Wayne S DeVeydt Exec Chairman of the Board A +4,233 +$102.48K
2025-03-17 William Trenton Webb American Group President Sell −138 −$3.27K
2025-03-17 Jennifer Baldock Chief Admin & Dev Officer Sell −612 −$14.65K
2025-03-17 Danielle Burkhalter Chief Human Resources Officer Sell −74 −$1.76K
2025-03-13 Marissa Brittenham Chief Strategy Officer Sell −3,156 −$76.03K
2025-03-13 Jennifer Baldock Chief Admin & Dev Officer Sell −3,008 −$72.10K
2025-03-13 David T Doherty Chief Financial Officer Sell −6,733 −$161.73K
2025-03-13 Harrison R. Bane National Group President Sell −4,045 −$97.73K
2025-03-13 William Trenton Webb American Group President Sell −2,057 −$49.49K
2025-03-13 Danielle Burkhalter Chief Human Resources Officer Sell −1,240 −$29.93K
2025-03-06 Danielle Burkhalter Chief Human Resources Officer A +15,966 +$379.99K
2025-03-06 Jennifer Baldock Chief Admin & Dev Officer A +39,495 +$939.98K
2025-03-06 David T Doherty Chief Financial Officer A +48,739 +$1.16M
2025-03-06 Marissa Brittenham Chief Strategy Officer A +16,386 +$389.99K
2025-03-06 Jason Eric Evans Chief Executive Officer A +113,444 +$2.70M
SGRY — Current Insider Holders
InsiderRole Shares HeldValue
Blair E Hendrix Director 49,999,867 $1.16B
Jason Eric Evans Chief Executive Officer 920,386 $21.40M
Jennifer Baldock Chief Admin & Dev Officer 326,474 $7.59M
David T Doherty Chief Financial Officer 221,679 $5.15M
Harrison R. Bane National Group President 120,794 $2.81M
Justin Robert Oppenheimer COO & National Group President 120,259 $2.80M
Wayne S DeVeydt Exec Chairman of the Board 105,203 $2.45M
Marissa Brittenham Chief Strategy Officer 94,196 $2.19M
Brent Turner Director 86,594 $2.01M
Danielle Burkhalter Chief Human Resources Officer 76,864 $1.79M
William Trenton Webb American Group President 74,249 $1.73M
Clifford G Adlerz Director 69,104 $1.61M
Teresa DeLuca Director 68,093 $1.58M
John A Deane Director 45,922 $1.07M
Patricia Anne Maryland Director 24,583 $571.55K
Laura L Forese Director 18,531 $430.85K
Lloyd H Dean Director 11,670 $271.33K
SGRY Insider Trading FAQ
Who are the insiders at SGRY?
17 officers, directors and 10%+ beneficial owners currently report holdings in SGRY via SEC Form 4.
Are SGRY insiders buying or selling?
Across the 50 most recent Form 4 filings for SGRY, 2 were open-market purchases (code P) and 19 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.
How current is SGRY insider data?
Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent SGRY filing is dated 2026-08-20.
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the SGRY quote page; the site-wide leaderboard is on the insider transactions hub.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.